About Us

Navigating the AI-Driven Economy

The Story of Zynergy: Investing Wisely, Building Boldly

Every enduring institution begins with a vision. For Zynergy, that vision was born in 1997—not as an investment firm, but as a forward-thinking innovation and management consultancy. At that time, the world was just beginning to feel the early waves of digital transformation. Zynergy stepped into that moment with a conviction: technology, when strategically aligned with leadership and execution, could fundamentally reshape industries.

Over the next two decades, Zynergy helped global organizations such as Disney, SAIC, World Vision, and AdventHealth navigate their most complex challenges. We led large-scale digital initiatives—exceeding $50 million in scope—that married strategy and technology to produce measurable outcomes. Along the way, Zynergy also incubated and launched digital-first businesses across multiple sectors, proving that our expertise was not only advisory but entrepreneurial. We knew how to build, scale, and deliver results.

Today, Zynergy stands at a new inflection point.

The Fourth Industrial Revolution—powered by artificial intelligence, automation, and advanced digital infrastructure—is not merely disrupting industries; it is redefining wealth creation itself. Traditional consulting, while valuable, no longer captures the full potential of transformation. Strategic capital, when combined with operational expertise and technological foresight, is the lever that will shape the future.

This realization has fueled Zynergy’s transition into a private investment firm with a singular mission: to guide investors in making wise decisions while creating extraordinary opportunities in technology.

We do this through two powerful, complementary vehicles:

    1. Zynergy’s Partnership Fund
      Our hybrid evergreen fund provides accredited investors with alternative exposure to both public and private companies. It is designed to balance liquidity and growth, offering the stability of established businesses alongside the upside potential of select private opportunities. For family offices and UHNW investors, the Partnership Fund is a disciplined, long-horizon vehicle that aligns with generational wealth strategies.
    2. Zynergy’s Digital AI Lab
      The future belongs to digital and AI-driven enterprises. Through the Digital AI Lab, Zynergy syndicates and leads investments in cutting-edge ventures at the earliest stages. This is not passive investing—it is hands-on incubation, where our leadership team applies decades of expertise to identify, shape, and scale high-conviction opportunities. As these ventures mature, they have a natural path into the Partnership Fund, creating a closed ecosystem of innovation and capital growth.

Together, these two offerings form a synergistic model: mature companies anchor the fund, while the Digital AI Lab seeds the future. This dual structure ensures Zynergy investors capture both today’s performance and tomorrow’s breakthroughs.

Looking ahead, Zynergy’s story is still being written.

We aim to be the trusted partner for accredited investors seeking higher returns on their capital and who believe technology is the catalyst for achieving these returns. We are building an ecosystem where wealth creation is intertwined with innovation, where strategic capital accelerates ventures that will define the next era of business, and where families and institutions alike can steward capital with wisdom.

For the accredited individual investor, the family office, or the institutional investor, Zynergy represents more than an investment opportunity. It is a partnership that provides accredited investors with access to distinctive, technology-driven opportunities—alternative investments designed to complement traditional portfolios while unlocking pathways to superior performance and long-term generational wealth. 

Zynergy’s future is not just about adapting to change—it’s about architecting it.

Vision

Our vision is to be the most collaborative and innovative private investment partnership, uniting experts to build transformative AI-driven businesses, manage a diversified portfolio of investments, and create generational wealth together. 

The Sum of the Parts is Greater Than the Whole

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INVESTORS

We are AI-driven strategic investors committed to building lasting legacy through diversified and strategic capital deployment.

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BUSINESS ADVISORS

We help business leaders make sound business decisions on their mission critical priorities.

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DIGITAL INNOVATORS

We drive digital transformation and help launch big ideas that are meant to change the world.

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VISIONARIES

We are visionaries—driven to imagine more, build boldly, and shape what’s next.

Mission

We exist to build a collaborative ecosystem that strategically invests in both new business ventures and public market opportunities. Our goal is to accelerate innovation and wealth creation through a model that values talent, trust, and time.  

Our Partnership

What We Believe

We believe it is critical to be continuously learning, improving, and providing thought leadership to clients without ever compromising integrity.




What We Do

We invest and empower in the next generation of companies by unlocking talent and strategically deploying capital and leadership to scale AI-driven innovation across private enterprises, public markets, and real assets.

 

How We Do It

We partner with high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals to secure their legacy by managing a strategically diversified investment portfolio that fuels future generations of visionary entrepreneurs and transformational technologies.

Our Core Values

We lead with truth, serve with humility, and do what’s right—especially when it’s difficult. Trust is earned through unwavering character.

We build better, faster, and stronger together. Through clear communication and collective intelligence, we transform good ideas into exceptional outcomes.

Commit to continuous learning and apply new knowledge to drive growth and innovation.

We challenge what’s possible with grit, creativity, and courage. We view obstacles as fuel and let curiosity be our compass.

We take ownership of outcomes and measure what truly matters. We act with urgency, knowing that excellence units our mission with those we serve.

Our Value Proposition

We help clients tackle their business-critical priorities by providing expert guidance and tailored solutions that drive strategic growth, optimize performance, and deliver measurable results where it matters most.

 

We take a business partner approach that is intimate, relational, and deeply meaningful, working closely with our clients to understand their unique needs and goals, fostering trust, and delivering personalized solutions that create lasting impact.

From concept to execution, we guide clients through the entire process, delivering seamless, comprehensive solutions.

By staying at the forefront of industry trends and technology, we provide clients with the most relevant and effective strategies for success.

Our Uniqueness

Our forward-thinking mindset allows us to approach challenges creatively, pushing boundaries and delivering breakthrough solutions.

 

We integrate the latest innovations, from AI to machine learning, to keep clients at the forefront of their industries.

Our agile approach allows us to pivot and adapt quickly to market changes, delivering timely and impactful solutions.

With a global network of professionals, we bring diverse perspectives and insights that drive more comprehensive, innovative solutions.

We prioritize developing a robust, sustainable business case that drives the implementation of cutting-edge digital technology solutions tailored for long-term success. Sustainability also means reducing physical waste and inefficiencies whenever possible.

Every strategy and solution we create is grounded in measurable outcomes, ensuring real value and growth for our clients.

Leadership Team

James Zimbardi - CEO

James Zimbardi, CEO of Zynergy, leads with a clear purpose: to create lasting impact through innovation, disciplined execution, and values-driven leadership. Under his direction, Zynergy has built a culture that transforms challenges into opportunities—anchored in service, collaboration, and forward-thinking strategy. Every decision reflects a commitment to advancing the long-term interests of clients, empowering them to not only protect wealth but to expand it across generations. By combining cutting-edge digital technologies with practical market expertise, James and his team deliver strategic solutions that enable executives, entrepreneurs, and family offices to achieve their boldest ambitions with confidence and clarity.

Larry McKay, CFA, CTFA - CIO

Larry McKay serves as Chief Investment Officer at Zynergy, where he leads the firm’s investment strategy and portfolio management with a disciplined focus on performance, innovation, and risk management. A seasoned Wall Street veteran, Larry brings more than two decades of experience in managing institutional portfolios, structuring sophisticated investment vehicles, and navigating complex global markets.